Lion Street Advisors, LLC Reduced Holdings in Q4 2024

Lion Street Advisors, LLC

  • $307 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWM
Ishares Russell 2000 ETF

ETFs
-80
- 2.52%
$216.13 - $242.4 $17.3K - $19.4K
3.1K $684K
HDB
Hdfc Bank LTD

Financial Services
-351
- 9.24%
$59.45 - $68.01 $20.9K - $23.9K
3.45K $220K
META
Meta Platforms, Inc.

Communication Services
-113
- 3.85%
$554.08 - $632.68 $62.6K - $71.5K
2.82K $1.66M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-97
- 3.02%
$80.93 - $85.66 $7.85K - $8.31K
3.12K $252K
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
-593
- 5.67%
$41.96 - $43.69 $24.9K - $25.9K
9.87K $427K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-18
- 2.9%
$442.29 - $483.08 $7.96K - $8.7K
602 $272K
XLE
Energy Sector Spdr

ETFs
-30
- 0.62%
$83.32 - $97.27 $2.5K - $2.92K
4.81K $411K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-835
- 5.27%
$17.93 - $18.8 $15K - $15.7K
15K $273K
DE
Deere & CO

Industrials
-28
- 3.97%
$389.45 - $466.0 $10.9K - $13K
677 $286K
GLD
Spdr Gold Trust

ETFs
-24
- 1.13%
$236.59 - $257.5 $5.68K - $6.18K
2.1K $507K
ABT
Abbott Laboratories

Healthcare
-8
- 0.22%
$111.93 - $119.39 $895 - $955
3.65K $412K
TAP
Molson Coors Beverage CO

Consumer Defensive
-2
- 0.03%
$53.97 - $63.88 $108 - $128
7.02K $402K
T
At&T Inc.

Communication Services
-482
- 3.59%
$21.22 - $23.88 $10.2K - $11.5K
12.9K $294K
JIGB
Jpmorgan Tr Corporate Bond Res

ETFs
-94
- 0.72%
N/A
12.9K $0
CPRT
Copart Inc

Consumer Cyclical
-400
- 8.96%
$51.36 - $63.8 $20.5K - $25.5K
4.07K $233K
American Healthcare Reit Inc
-1.85K
- 18.19%
N/A
8.33K $0
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
-485
- 2.54%
$26.53 - $28.09 $12.9K - $13.6K
18.6K $511K
ARES
Ares Management Corp

Financial Services
-148
- 10.65%
$153.38 - $183.7 $22.7K - $27.2K
1.24K $219K
MA
Mastercard Inc

Financial Services
-98
- 5.72%
$491.3 - $536.15 $48.1K - $52.5K
1.62K $850K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-50
- 1.98%
$89.97 - $98.59 $4.5K - $4.93K
2.47K $234K
ISRG
Intuitive Surgical Inc

Healthcare
-44
- 4.26%
$471.27 - $550.62 $20.7K - $24.2K
990 $516K
CMI
Cummins Inc

Industrials
-10
- 0.86%
$324.93 - $383.42 $3.25K - $3.83K
1.15K $401K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-1
- 2.04%
$4100.99 - $5300.34 $4.1K - $5.3K
48 $238K
VTI
Vanguard Total Stock Market Et

ETFs
-151
- 1.27%
$280.04 - $302.45 $42.3K - $45.7K
11.8K $3.41M
DIS
Walt Disney CO

Communication Services
-121
- 3.34%
$92.39 - $117.6 $11.2K - $14.2K
3.5K $390K
MS
Morgan Stanley

Financial Services
-137
- 4.84%
$104.42 - $134.99 $14.3K - $18.5K
2.69K $338K
CHWY
Chewy, Inc.

Consumer Cyclical
-130
- 0.9%
$26.51 - $35.87 $3.45K - $4.66K
14.3K $478K
NFLX
Netflix Inc

Communication Services
-45
- 6.43%
$687.65 - $936.56 $30.9K - $42.1K
655 $583K
IWP
Ishares Russell Mid Cap Growth

ETFs
-138
- 1.15%
$116.4 - $138.52 $16.1K - $19.1K
11.9K $1.51M
V
Visa Inc.

Financial Services
-128
- 3.23%
$273.87 - $320.91 $35.1K - $41.1K
3.84K $1.21M
GOOGL
Alphabet Inc.

Communication Services
-498
- 5.01%
$161.86 - $196.66 $80.6K - $97.9K
9.45K $1.79M
GRMN
Garmin LTD

Technology
-121
- 2.08%
$161.91 - $220.77 $19.6K - $26.7K
5.69K $1.17M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-296
- 1.8%
$481.22 - $538.17 $142K - $159K
16.2K $8.27M
AAPL
Apple Inc.

Technology
-889
- 3.33%
$221.69 - $259.02 $197K - $230K
25.8K $6.47M
NVDA
Nvidia Corp

Technology
-1.3K
- 3.83%
$117.0 - $148.88 $152K - $193K
32.5K $4.36M
TSLA
Tesla, Inc.

Consumer Cyclical
-532
- 14.54%
$213.65 - $479.86 $114K - $255K
3.13K $1.26M
PLTR
Palantir Technologies Inc.

Technology
-916
- 5.81%
$36.46 - $82.38 $33.4K - $75.5K
14.8K $1.12M
AMZN
Amazon Com Inc

Consumer Cyclical
-291
- 1.21%
$180.88 - $232.93 $52.6K - $67.8K
23.7K $5.21M
Activity Summary
Buys All Purchases 142 New Holdings 21 Increased Positions 121 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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